Gareth Rea is a seasoned professional in wealth management, currently serving as a Wealth Management Partner at True Potential LLP since September 2022. Prior to this role, Gareth held the position of Senior Consultant at Lifetime Wealth Planning from July 2017 to September 2022 and worked at Davy in various capacities, including Paraplanner and Financial Planning Administrator, from January 2014 until July 2017. Gareth began a career in financial planning as a Financial Planning Administrator at Square Seven Financial Planning from August 2011 to January 2014. Educational qualifications include a Diploma in Financial Advice from The London Institute of Banking & Finance in 2017 and a Master of Arts in Business Management from Heriot-Watt University, completed in 2011, following attendance at Down High Grammar School from 2000 to 2007.
This person is not in the org chart
This person is not in any teams